Tacto Technology GmbH

Supplier Master Data

Learn how to work with views, filters and the ABC classification in the Supplier overview.

The Supplier overview

Learn which information and tabs the Supplier profile offers and how to work with them.

The Supplier profile

Learn how to create Suppliers individually or import them via Excel or CSV file.

Create and import Suppliers

Learn how to delete individual or multiple Suppliers from the Supplier overview.

Delete Suppliers

Learn how to link duplicate Suppliers, subsidiaries and corporate groups into Supplier structures.

Supplier structures: link duplicates, subsidiaries and corporate groups

Learn which configuration tasks Key Users and administrators handle in Supplier management.

Supplier management configuration (Key User)

Suppliers

Get an overview of the Contacts module and its features for managing contact persons.

The Contacts module: overview and features

Learn how to deactivate or delete Contacts and how the two actions differ.

Deactivate or delete Contacts

Contacts

Learn how to add Articles to Tacto via import file or manually.

Add Articles

Learn how to create individual Article attributes and edit their values.

Create and maintain Article attributes

Learn which tabs the Article detail page offers and what you will find there.

Tabs on the Article detail page

Learn how to select, export and delete Articles in the Article overview.

Select, export and delete Articles

Articles

Learn how to open and analyze Categories and configure Category attributes.

Material Groups

Learn how to view and search supply sources as Article-Supplier relationships and maintain them with compliance properties.

Supply sources

Sources of Supply

Learn how to filter and export transaction data and adapt it to your organization via data cleaning.

Transaction data

Learn how to use the quantity contracts module to monitor ongoing contracts and identify risks early.

Quantity contracts

Learn how Tacto automatically matches order confirmations with orders and flags deviations.

Order confirmations

Transactions

Learn how to set up approval requirements for Document types and approve, reject or revoke Documents.

Document approvals

Learn how to upload several Documents at once and edit their properties directly during the upload.

Bulk uploads

Learn how to manage Document types and activate automatic Document requests.

Document types

Learn how to request Documents from Suppliers via the Requests module and use automatic Document requests.

Request Documents from Suppliers

Learn how to maintain Document properties, use metadata detection, open files in the preview and archive Documents.

Further Document features: properties, metadata detection & file preview

Documents

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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